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Salesforce CMS for Consulting
April 21, 2021

Salesforce CMS for Consulting

Andrew Dahlstrom | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

I utilized Salesforce CMS in my consulting position. Our entire organization depended on it to track and manage our sales leads to win or loss and then for after-market support.
  • It allows the user to query customer data
  • It allows the user to define metrics and track KPIs
  • It allows the user to set up dashboards with charts and graphs to monitor trends
  • The user interface could be more friendly/intuitive
  • More options for creating visuals such as graphs
  • Salesforce CMS made it much simpler to keep track of customer records
  • Salesforce CMS has allowed for a seamless handoff of customers to various colleagues
Salesforce CMS had a lot more built-in database features than Squarespace to allow for more records access capabilities. Squarespace has a slightly more user-friendly GUI. Ultimately, the decision came down to database features and reliability, which Salesforce CMS could provide.

Do you think Salesforce CMS delivers good value for the price?

Yes

Are you happy with Salesforce CMS's feature set?

Yes

Did Salesforce CMS live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce CMS go as expected?

No

Would you buy Salesforce CMS again?

Yes

Salesforce CMS is well suited for sales and consultant type data. It's not as well suited for security or private data. The security/privacy settings were somewhat complicated to set up.

Salesforce CMS Feature Ratings

7.0
WYSIWYG editor
7
Code quality / cleanliness
5
Admin section
7
Page templates
7
Library of website themes
7
Mobile optimization / responsive design
6
Publishing workflow
8
Form generator
9
6.0
Content taxonomy
6
SEO support
5
Bulk management
5
Availability / breadth of extensions
7
Community / comment management
7
8.0
API
8
Internationalization / multi-language
8
5.0
Role-based user permissions
5
CMS programming language or framework ()
Not Rated

Using Salesforce CMS

ProsCons
Technical support not required
Well integrated
Consistent
Feel confident using
Difficult to use
Slow to learn
Lots to learn
  • Creating forms
  • Querying data
  • Creating dashboards
  • Page design GUI
  • Administrative settings
Yes, but I don't use it
It could use a better tutorial to introduce you to the interface. Also the settings are not all easy to find. The database interfacing is great and visual tools are awesome.